I don't see trouble for TSMC and GF in the future. Nor do I see trouble for Intel of Samsung. Wall Street has never liked fab expenditures, despite the fact that they drive much of the growth. TSMC hopefully will get their act together for 28nm since 40nm had significant issues. If TSMC continues to have issues at new nodes, GF may gain.

I suspect Otellni was trying to defend to a skeptical Wall Street his decision to commit billions to more fabs. A bigger worry for Intel may be whether Intel will be in oversupply come the 14nm generation when ARM could be making big in roads in traditional PCs.

Buy an external IP. synthesize products. Measured by the generation of factory-built sealed pattern, so that the semiconductor gradually becoming less and less profit, after the TSMC 45 shattered the myth of high yield, 40NM, YELD still 40%

TSMC is getting behind the big INTEL, TSMC 28HP and INTEL 22 with mass production, and to know the performance behind TSMC INTEL generation, plus the amount of time to produce one generation behind, behind two generations together, and. letter to get eternal life TSMC ? TSMCYY actually very successful, so much IDM FAB-LITE, and can be effective getting worse. . . . . . "We are discussing how best to use external resources. " Chen Weiming, president of TI Asia, "Global Entrepreneur " said. OEM is the highest guiding principle of the internal Texas Instruments, which dropped after the order of 45 nm process, the large customers already had Sun Microelectronics (Sun Micro) 45 nm chip manufacturing orders to TSMC. ... make good use of external resources TI baseband market collapse, OMAP in decline

TSMC is getting behind the big INTEL, TSMC 28HP and INTEL 22 with mass production, and to know the performance behind TSMC INTEL generation, plus the amount of time to produce one generation behind, behind two generations together, and. letter to get eternal life TSMC ? TSMCYY actually very successful, so much IDM FAB-LITE, and can be effective getting worse. . . . . . "We are discussing how best to use external resources. " Chen Weiming, president of TI Asia, "Global Entrepreneur " said. OEM is the highest guiding principle of the internal Texas Instruments, which dropped after the order of 45 nm process, the large customers already had Sun Microelectronics (Sun Micro) 45 nm chip manufacturing orders to TSMC. ... make good use of external resources TI baseband market collapse, OMAP in decline